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NWLI

National Western Life Group, Inc. Class A

Delisted

NWLI was delisted on the 8th of July, 2024.

104 hedge funds and large institutions have $569M invested in National Western Life Group, Inc. Class A in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

2% more funds holding

Funds holding: 102104 (+2)

5% less capital invested

Capital invested by funds: $600M → $569M (-$30.8M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 42

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
31
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1
Moody National Bank Trust Division
Texas
$237M +$904K +4,415 +0.4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$46M +$978K +4,780 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.6M +$256K +1,249 +0.7%
BlackRock
4
BlackRock
New York
$36.5M -$1.93M -9,434 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.1M -$1.74M -8,509 -6%
BIP
6
Brandes Investment Partners
California
$23.7M +$6.55M +31,991 +38%
CB
7
Cooke & Bieler
Pennsylvania
$21.6M -$349K -1,706 -2%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$17.3M -$671K -3,280 -4%
Ameriprise
9
Ameriprise
Minnesota
$13.8M -$760K -3,712 -5%
State Street
10
State Street
Massachusetts
$10M -$152K -743 -1%
TBC
11
Tweedy, Browne Co
Connecticut
$9.12M -$74.9K -366 -0.8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$8.22M -$639K -3,121 -7%
MI
13
M3F Inc
Utah
$7.69M +$1.4M +6,855 +22%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$7.62M -$342K -1,670 -4%
Northern Trust
15
Northern Trust
Illinois
$4.89M -$589K -2,878 -11%
Charles Schwab
16
Charles Schwab
California
$4.46M -$206K -1,007 -4%
APCM
17
Arbiter Partners Capital Management
New York
$3.82M +$252K +1,230 +7%
BCM
18
Bridgeway Capital Management
Texas
$3.43M -$110K -536 -3%
Goldman Sachs
19
Goldman Sachs
New York
$3.25M -$539K -2,634 -14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.93M -$420K -2,051 -12%
Prudential Financial
21
Prudential Financial
New Jersey
$2.58M -$473K -2,310 -15%
FC
22
FCA Corp
Texas
$2.06M +$46K +225 +2%
WAM
23
Westport Asset Management
Connecticut
$2.04M
N
24
Nuveen
North Carolina
$1.76M -$137K -671 -7%
Bank of America
25
Bank of America
North Carolina
$1.69M -$62.4K -305 -4%

NWLI Hedge Fund Activity: Q2 2022 in Review

104 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2022, worth a combined $569M — down 5.1% from $600M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NWLI positions and 6 closed out — a net gain of 4 holders — while 31 added to existing stakes and 42 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $6.55M. The largest seller was BlackRock, cutting an estimated $1.93M.

  • 104 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2022, up from 102 in Q1 2022.
  • Funds reported $569M of National Western Life Group, Inc. Class A stock for Q2 2022, down 5.1% quarter-over-quarter.
  • 10 funds opened new National Western Life Group, Inc. Class A positions in Q2 2022 and 6 closed out, a net change of +4 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2022 was Brandes Investment Partners, an estimated $6.55M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2022 was BlackRock, an estimated $1.93M sold.

Based on aggregated 13F filings for Q2 2022.